Add Phase 4 Tally transaction synchronization

app/core/startup.py

@@ -337,6 +337,7 @@ ROLE_PERMISSION_MAP = {
         "accounting.tally.connect",
         "accounting.tally.map_company",
         "accounting.tally.sync_masters",
+        "accounting.tally.sync_transactions",
         "accounting.act.initialize",
         "clients.view.own_only",
         "employees.dashboard.view",
@@ -971,3 +972,4 @@ def on_startup(app: FastAPI) -> None:
     start_notification_scheduler()
 
 
+

app/modules/accounting/act_store.py

@@ -8,7 +8,7 @@ import os
 import sqlite3
 from typing import Iterator, Sequence
 
-ACT_SCHEMA_VERSION = 3
+ACT_SCHEMA_VERSION = 4
 
 
 class AccountingActStoreError(RuntimeError):
@@ -32,7 +32,8 @@ class AccountingActStore:
     Phase 1 provides accounting storage and read-only Tally discovery.
     Phase 2 adds durable client/registration -> Tally company mapping keyed by
     Tally GUID. Phase 3 adds read-only Tally accounting master snapshot tables.
-    Voucher/transaction sync and write-back remain out of scope.
+    Phase 4 adds read-only voucher/transaction tables. Tally write-back remains
+    out of scope.
     """
 
     def __init__(self, root: str | Path) -> None:
@@ -164,6 +165,42 @@ class AccountingActStore:
                     id INTEGER PRIMARY KEY AUTOINCREMENT, tally_guid TEXT NOT NULL, company_name TEXT NOT NULL, master_guid TEXT NOT NULL DEFAULT '', name TEXT NOT NULL, parent TEXT NOT NULL DEFAULT '', category TEXT NOT NULL DEFAULT '', synced_at_utc TEXT NOT NULL, payload_json TEXT NOT NULL DEFAULT '{}'
                 );
 
+                CREATE TABLE IF NOT EXISTS tally_vouchers (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, tally_guid TEXT NOT NULL, company_name TEXT NOT NULL,
+                    voucher_guid TEXT NOT NULL DEFAULT '', master_id TEXT NOT NULL DEFAULT '', alter_id TEXT NOT NULL DEFAULT '', voucher_key TEXT NOT NULL DEFAULT '',
+                    voucher_date TEXT NOT NULL DEFAULT '', effective_date TEXT NOT NULL DEFAULT '', voucher_type_name TEXT NOT NULL DEFAULT '', voucher_number TEXT NOT NULL DEFAULT '',
+                    reference TEXT NOT NULL DEFAULT '', narration TEXT NOT NULL DEFAULT '', party_ledger_name TEXT NOT NULL DEFAULT '', is_cancelled TEXT NOT NULL DEFAULT '',
+                    is_optional TEXT NOT NULL DEFAULT '', is_post_dated TEXT NOT NULL DEFAULT '', persisted_view TEXT NOT NULL DEFAULT '', synced_at_utc TEXT NOT NULL, raw_xml TEXT NOT NULL DEFAULT ''
+                );
+                CREATE TABLE IF NOT EXISTS tally_voucher_ledger_entries (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, voucher_id INTEGER NOT NULL, line_no INTEGER NOT NULL, ledger_name TEXT NOT NULL DEFAULT '', amount REAL NOT NULL DEFAULT 0,
+                    is_deemed_positive TEXT NOT NULL DEFAULT '', ledger_from_item TEXT NOT NULL DEFAULT '', remove_zero_entries TEXT NOT NULL DEFAULT '', payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(voucher_id) REFERENCES tally_vouchers(id) ON DELETE CASCADE
+                );
+                CREATE TABLE IF NOT EXISTS tally_voucher_inventory_entries (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, voucher_id INTEGER NOT NULL, line_no INTEGER NOT NULL, stock_item_name TEXT NOT NULL DEFAULT '', is_deemed_positive TEXT NOT NULL DEFAULT '',
+                    actual_qty TEXT NOT NULL DEFAULT '', billed_qty TEXT NOT NULL DEFAULT '', rate TEXT NOT NULL DEFAULT '', amount REAL NOT NULL DEFAULT 0, godown_name TEXT NOT NULL DEFAULT '',
+                    batch_name TEXT NOT NULL DEFAULT '', tracking_number TEXT NOT NULL DEFAULT '', order_number TEXT NOT NULL DEFAULT '', payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(voucher_id) REFERENCES tally_vouchers(id) ON DELETE CASCADE
+                );
+                CREATE TABLE IF NOT EXISTS tally_bill_allocations (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, ledger_entry_id INTEGER NOT NULL, line_no INTEGER NOT NULL, name TEXT NOT NULL DEFAULT '', bill_type TEXT NOT NULL DEFAULT '',
+                    amount REAL NOT NULL DEFAULT 0, bill_credit_period TEXT NOT NULL DEFAULT '', payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(ledger_entry_id) REFERENCES tally_voucher_ledger_entries(id) ON DELETE CASCADE
+                );
+                CREATE TABLE IF NOT EXISTS tally_cost_centre_allocations (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, ledger_entry_id INTEGER NOT NULL, line_no INTEGER NOT NULL, category TEXT NOT NULL DEFAULT '', cost_centre TEXT NOT NULL DEFAULT '',
+                    amount REAL NOT NULL DEFAULT 0, payload_json TEXT NOT NULL DEFAULT '{}', FOREIGN KEY(ledger_entry_id) REFERENCES tally_voucher_ledger_entries(id) ON DELETE CASCADE
+                );
+                CREATE TABLE IF NOT EXISTS tally_bank_allocations (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, ledger_entry_id INTEGER NOT NULL, line_no INTEGER NOT NULL, transaction_type TEXT NOT NULL DEFAULT '', instrument_number TEXT NOT NULL DEFAULT '',
+                    instrument_date TEXT NOT NULL DEFAULT '', bank_name TEXT NOT NULL DEFAULT '', payment_favouring TEXT NOT NULL DEFAULT '', unique_reference_number TEXT NOT NULL DEFAULT '',
+                    amount REAL NOT NULL DEFAULT 0, payload_json TEXT NOT NULL DEFAULT '{}', FOREIGN KEY(ledger_entry_id) REFERENCES tally_voucher_ledger_entries(id) ON DELETE CASCADE
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_vouchers_company_date ON tally_vouchers(tally_guid, voucher_date);
+                CREATE INDEX IF NOT EXISTS ix_tally_voucher_ledger_entries_voucher ON tally_voucher_ledger_entries(voucher_id, line_no);
+                CREATE INDEX IF NOT EXISTS ix_tally_voucher_inventory_entries_voucher ON tally_voucher_inventory_entries(voucher_id, line_no);
+
                 CREATE INDEX IF NOT EXISTS ix_tally_groups_company ON tally_groups(tally_guid, name);
                 CREATE INDEX IF NOT EXISTS ix_tally_ledgers_company ON tally_ledgers(tally_guid, name);
                 CREATE INDEX IF NOT EXISTS ix_tally_voucher_types_company ON tally_voucher_types(tally_guid, name);

app/modules/accounting/templates/accounting/tally.html

@@ -1,6 +1,10 @@
 {% extends "ui/templates/base/layout.html" %}
 {% block content %}
 {% if synced %}<div class="mb-4 rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">Tally accounting masters synchronized successfully.</div>{% endif %}
+
+  {% if transactions_synced %}
+  <div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">Tally accounting transactions synchronized successfully.</div>
+  {% endif %}
 <div class="space-y-6">
   <div class="flex flex-wrap items-start justify-between gap-4">
     <div>
@@ -192,6 +196,54 @@
   </section>
   {% endif %}
 
+  {% if accounting and accounting.exists and tally and tally.connected %}
+  <section class="rounded-2xl bg-white p-5 shadow-soft">
+    <div class="flex flex-wrap items-start justify-between gap-4">
+      <div>
+        <h2 class="font-semibold text-slate-900">Phase 4 · Accounting Transaction Sync</h2>
+        <p class="mt-1 text-sm text-slate-500">Read vouchers and their accounting allocations from the selected company currently open in TallyPrime. The selected company must already be mapped to this ERP client.</p>
+      </div>
+      <span class="rounded-full bg-blue-50 px-3 py-1 text-xs font-semibold text-blue-700">Read-only</span>
+    </div>
+
+    <form method="post" action="/tools/tally/sync-transactions" class="mt-5 grid gap-4 lg:grid-cols-4 lg:items-end">
+      <input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
+      <input type="hidden" name="client_id" value="{{ selected_client.id }}" />
+      <label class="text-sm font-medium text-slate-700">
+        Currently Open in TallyPrime
+        <select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
+          <option value="">Select open Tally company</option>
+          {% for company in tally.companies %}
+          {% if company.guid %}
+          <option value="{{ company.guid }}">{{ company.name }}{% if company.gstin %} · {{ company.gstin }}{% endif %}</option>
+          {% endif %}
+          {% endfor %}
+        </select>
+        <span class="mt-1 block text-xs font-normal text-slate-500">Live list from companies currently loaded/open in this computer's TallyPrime.</span>
+      </label>
+      <label class="text-sm font-medium text-slate-700">From Date
+        <input type="date" name="date_from" required value="{{ transaction_date_from }}" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" />
+      </label>
+      <label class="text-sm font-medium text-slate-700">To Date
+        <input type="date" name="date_to" required value="{{ transaction_date_to }}" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" />
+      </label>
+      <button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Sync Transactions</button>
+    </form>
+
+    {% set tx = accounting.latest_transaction_sync if accounting else none %}
+    <div class="mt-5 grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Latest Sync</div><div class="mt-1 text-sm font-medium text-slate-900">{{ tx.completed_at_utc if tx and tx.completed_at_utc else 'Not synced yet' }}</div></div>
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Period</div><div class="mt-1 text-sm font-medium text-slate-900">{% if tx and tx.details %}{{ tx.details.date_from or '-' }} → {{ tx.details.date_to or '-' }}{% else %}-{% endif %}</div></div>
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Vouchers</div><div class="mt-1 text-sm font-medium text-slate-900">{% if tx and tx.details and tx.details.counts %}{{ tx.details.counts.vouchers or 0 }}{% else %}0{% endif %}</div></div>
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Rows Stored</div><div class="mt-1 text-sm font-medium text-slate-900">{{ tx.rows_processed if tx else 0 }}</div></div>
+    </div>
+
+    <div class="mt-4 rounded-xl bg-slate-50 px-4 py-3 text-xs text-slate-600">
+      Stored locally in the client's .act database: vouchers, ledger entries, inventory entries, bill allocations, cost-centre allocations and bank allocations. Raw voucher XML is preserved. Re-syncing a date range replaces only that company's vouchers in the selected range. No Tally data is modified.
+    </div>
+  </section>
+  {% endif %}
+
   {% if accounting and accounting.exists %}
   <section class="overflow-hidden rounded-2xl bg-white shadow-soft">
     <div class="border-b border-slate-100 px-5 py-4">
@@ -279,7 +331,7 @@
   {% endif %}
 
   <div class="rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">
-    Phase 3 synchronizes accounting masters only. Voucher/transaction sync and Tally write-back remain disabled and are reserved for later phases.
+    Phase 4 synchronizes accounting transactions read-only. Tally write-back remains disabled and is reserved for Phase 6.
   </div>
 </div>
 {% endblock %}

app/modules/accounting/ui.py

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-from datetime import datetime, timezone
+from datetime import date, datetime, timezone
 from urllib.parse import quote
 
 from fastapi import APIRouter, Form, Request
@@ -115,6 +115,7 @@ def tally_tool(
     mapped: int = 0,
     unmapped: int = 0,
     synced: int = 0,
+    transactions_synced: int = 0,
     error: str = "",
 ):
     db = CommonSessionLocal()
@@ -149,7 +150,7 @@ def tally_tool(
             try:
                 response_data = request_agent_command(
                     node.node_code,
-                    "phase3_status",
+                    "phase4_status",
                     payload,
                     timeout_seconds=20,
                 )
@@ -160,11 +161,16 @@ def tally_tool(
             except Exception as exc:
                 command_error = str(exc)
 
+        today = date.today()
+        fy_start_year = today.year if today.month >= 4 else today.year - 1
+        transaction_date_from = date(fy_start_year, 4, 1).isoformat()
+        transaction_date_to = today.isoformat()
+
         return _render(
             request,
             db,
             user,
-            title="Tally Accounting Masters",
+            title="Tally Accounting",
             clients=clients,
             selected_client=selected_client,
             registrations=registrations,
@@ -175,6 +181,9 @@ def tally_tool(
             mapped=bool(mapped),
             unmapped=bool(unmapped),
             synced=bool(synced),
+            transactions_synced=bool(transactions_synced),
+            transaction_date_from=transaction_date_from,
+            transaction_date_to=transaction_date_to,
             command_error=command_error,
         )
     finally:
@@ -408,3 +417,55 @@ def sync_tally_masters(
         )
     finally:
         db.close()
+
+
+@router.post("/sync-transactions")
+def sync_tally_transactions(
+    request: Request,
+    client_id: int = Form(...),
+    tally_guid: str = Form(...),
+    date_from: str = Form(...),
+    date_to: str = Form(...),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user, response = _require_partner(request, db, "accounting.tally.sync_transactions")
+        if response:
+            return response
+        client, _clients, scope = _find_visible_client(db, request, user, client_id)
+        if not client:
+            return _denied()
+        try:
+            start = date.fromisoformat(str(date_from or ""))
+            end = date.fromisoformat(str(date_to or ""))
+            if start > end:
+                raise ValueError("From Date cannot be after To Date.")
+            if (end - start).days > 370:
+                raise ValueError("Transaction sync is limited to 371 days per run. Sync additional periods separately.")
+        except Exception as exc:
+            return RedirectResponse(url=f"/tools/tally?client_id={client.id}&error={quote(str(exc))}", status_code=303)
+        node = get_active_storage_node_for_branch(db, scope.tenant_id, scope.branch_id)
+        if not node or not _node_online(node):
+            return RedirectResponse(url=f"/tools/tally?client_id={client.id}&error={quote('ERP Local Agent is offline for the active branch.')}", status_code=303)
+        try:
+            result = request_agent_command(
+                node.node_code,
+                "accounting_sync_transactions",
+                {
+                    "client_id": int(client.id),
+                    "tally_guid": str(tally_guid or "").strip(),
+                    "date_from": start.isoformat(),
+                    "date_to": end.isoformat(),
+                    "requested_by_user_id": int(user.id),
+                },
+                timeout_seconds=300,
+            )
+            if not result.get("ok"):
+                raise RuntimeError(str(result.get("error") or "Tally transaction synchronization failed."))
+        except Exception as exc:
+            return RedirectResponse(url=f"/tools/tally?client_id={client.id}&error={quote(str(exc))}", status_code=303)
+        return RedirectResponse(url=f"/tools/tally?client_id={client.id}&refresh=1&transactions_synced=1", status_code=303)
+    finally:
+        db.close()

app/modules/core/rbac/permissions_registry.py

@@ -151,6 +151,7 @@ PERMISSIONS = {
     "accounting.tally.connect": "Connect to Tally Through Local Agent",
     "accounting.tally.map_company": "Map ERP Client or Registration to Tally Company",
     "accounting.tally.sync_masters": "Synchronize Tally Accounting Masters",
+    "accounting.tally.sync_transactions": "Synchronize Tally Accounting Transactions",
     "accounting.act.initialize": "Initialize Client Accounting ACT Storage",
 
     "notice_cases.view": "View Notice and Case Management",
@@ -181,3 +182,4 @@ def expand_permission_codes(code: str) -> list[str]:
     return codes
 
 
+

app/modules/documents/agent_package.py

@@ -4,7 +4,7 @@ import io
 from pathlib import Path
 import zipfile
 
-ERP_LOCAL_AGENT_VERSION = "1.4.0"
+ERP_LOCAL_AGENT_VERSION = "1.5.0"
 ERP_LOCAL_AGENT_NAME = "ERP Local Agent"
 RUNTIME_ROOT = Path(__file__).resolve().parent / "local_agent_runtime"
 _DETERMINISTIC_ZIP_TIMESTAMP = (2026, 1, 1, 0, 0, 0)
@@ -53,7 +53,7 @@ def _build_zip(*, env_text: str | None, include_env: bool, include_admin_readme:
             text = (
                 f"ERP Local Agent {ERP_LOCAL_AGENT_VERSION}\n"
                 "Existing storage, WebSocket tunnel, dashboard, Tally mapping and client .act functionality are preserved.\n"
-                "Phase 3 adds read-only Tally accounting master synchronization.\n"
+                "Phase 3 master synchronization is preserved. Phase 4 adds read-only date-scoped Tally voucher/transaction synchronization.\n"
                 "Dashboard: http://127.0.0.1:8788\n"
             )
             _write_zip_bytes(dst, "README_ERP_LOCAL_AGENT.txt", text.encode("utf-8"))

app/modules/documents/local_agent_runtime/README_ERP_LOCAL_AGENT.txt

@@ -20,3 +20,5 @@ Client accounting .act databases remain separate under the configured STORAGE_RO
 Phase 2: client/registration to Tally company mapping is supported using Tally GUID.
 
 Phase 3: read-only Tally accounting master sync (Groups, Ledgers, Voucher Types, Stock Groups/Categories/Items, Units and Cost Centres/Categories) into client .act storage.
+
+Version 1.5.0: Phase 4 read-only Tally transaction synchronization (vouchers, ledger/inventory entries, bill/cost-centre/bank allocations) with raw voucher XML preservation.

app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py

@@ -1,2 +1,2 @@
-__version__ = "1.4.0"
+__version__ = "1.5.0"
 AGENT_NAME = "ERP Local Agent"

app/modules/documents/local_agent_runtime/erp_local_agent/accounting_store.py

@@ -7,7 +7,7 @@ import sqlite3
 from typing import Sequence
 
 
-SCHEMA_VERSION = "3"
+SCHEMA_VERSION = "4"
 
 MASTER_TABLES = {
     "groups": "tally_groups",
@@ -30,7 +30,9 @@ class LocalAccountingStore:
     """Client-scoped SQLite .act accounting store.
 
     Phase 3 preserves Phase 1/2 metadata and mappings and adds company-scoped
-    read-only Tally master snapshots. Existing .act files are upgraded in place.
+    read-only Tally master snapshots. Phase 4 adds date-scoped vouchers and their
+    ledger, inventory, bill, cost-centre and bank allocations. Existing .act files
+    are upgraded in place.
     """
 
     def __init__(self, storage_root: Path):
@@ -176,6 +178,75 @@ class LocalAccountingStore:
             for table in MASTER_TABLES.values():
                 db.executescript(self._master_table_ddl(table))
 
+            db.executescript(
+                """
+                CREATE TABLE IF NOT EXISTS tally_vouchers (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT,
+                    tally_guid TEXT NOT NULL, company_name TEXT NOT NULL,
+                    voucher_guid TEXT NOT NULL DEFAULT '', master_id TEXT NOT NULL DEFAULT '',
+                    alter_id TEXT NOT NULL DEFAULT '', voucher_key TEXT NOT NULL DEFAULT '',
+                    voucher_date TEXT NOT NULL DEFAULT '', effective_date TEXT NOT NULL DEFAULT '',
+                    voucher_type_name TEXT NOT NULL DEFAULT '', voucher_number TEXT NOT NULL DEFAULT '',
+                    reference TEXT NOT NULL DEFAULT '', narration TEXT NOT NULL DEFAULT '',
+                    party_ledger_name TEXT NOT NULL DEFAULT '', is_cancelled TEXT NOT NULL DEFAULT '',
+                    is_optional TEXT NOT NULL DEFAULT '', is_post_dated TEXT NOT NULL DEFAULT '',
+                    persisted_view TEXT NOT NULL DEFAULT '', synced_at_utc TEXT NOT NULL, raw_xml TEXT NOT NULL DEFAULT ''
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_vouchers_company_date ON tally_vouchers(tally_guid, voucher_date);
+                CREATE INDEX IF NOT EXISTS ix_tally_vouchers_guid ON tally_vouchers(tally_guid, voucher_guid);
+                CREATE INDEX IF NOT EXISTS ix_tally_vouchers_number ON tally_vouchers(tally_guid, voucher_type_name, voucher_number);
+
+                CREATE TABLE IF NOT EXISTS tally_voucher_ledger_entries (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, voucher_id INTEGER NOT NULL, line_no INTEGER NOT NULL,
+                    ledger_name TEXT NOT NULL DEFAULT '', amount REAL NOT NULL DEFAULT 0,
+                    is_deemed_positive TEXT NOT NULL DEFAULT '', ledger_from_item TEXT NOT NULL DEFAULT '',
+                    remove_zero_entries TEXT NOT NULL DEFAULT '', payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(voucher_id) REFERENCES tally_vouchers(id) ON DELETE CASCADE
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_voucher_ledger_entries_voucher ON tally_voucher_ledger_entries(voucher_id, line_no);
+                CREATE INDEX IF NOT EXISTS ix_tally_voucher_ledger_entries_ledger ON tally_voucher_ledger_entries(ledger_name);
+
+                CREATE TABLE IF NOT EXISTS tally_voucher_inventory_entries (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, voucher_id INTEGER NOT NULL, line_no INTEGER NOT NULL,
+                    stock_item_name TEXT NOT NULL DEFAULT '', is_deemed_positive TEXT NOT NULL DEFAULT '',
+                    actual_qty TEXT NOT NULL DEFAULT '', billed_qty TEXT NOT NULL DEFAULT '', rate TEXT NOT NULL DEFAULT '',
+                    amount REAL NOT NULL DEFAULT 0, godown_name TEXT NOT NULL DEFAULT '', batch_name TEXT NOT NULL DEFAULT '',
+                    tracking_number TEXT NOT NULL DEFAULT '', order_number TEXT NOT NULL DEFAULT '',
+                    payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(voucher_id) REFERENCES tally_vouchers(id) ON DELETE CASCADE
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_voucher_inventory_entries_voucher ON tally_voucher_inventory_entries(voucher_id, line_no);
+                CREATE INDEX IF NOT EXISTS ix_tally_voucher_inventory_entries_stock ON tally_voucher_inventory_entries(stock_item_name);
+
+                CREATE TABLE IF NOT EXISTS tally_bill_allocations (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, ledger_entry_id INTEGER NOT NULL, line_no INTEGER NOT NULL,
+                    name TEXT NOT NULL DEFAULT '', bill_type TEXT NOT NULL DEFAULT '', amount REAL NOT NULL DEFAULT 0,
+                    bill_credit_period TEXT NOT NULL DEFAULT '', payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(ledger_entry_id) REFERENCES tally_voucher_ledger_entries(id) ON DELETE CASCADE
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_bill_allocations_ledger_entry ON tally_bill_allocations(ledger_entry_id, line_no);
+
+                CREATE TABLE IF NOT EXISTS tally_cost_centre_allocations (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, ledger_entry_id INTEGER NOT NULL, line_no INTEGER NOT NULL,
+                    category TEXT NOT NULL DEFAULT '', cost_centre TEXT NOT NULL DEFAULT '', amount REAL NOT NULL DEFAULT 0,
+                    payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(ledger_entry_id) REFERENCES tally_voucher_ledger_entries(id) ON DELETE CASCADE
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_cost_centre_allocations_ledger_entry ON tally_cost_centre_allocations(ledger_entry_id, line_no);
+                CREATE INDEX IF NOT EXISTS ix_tally_cost_centre_allocations_name ON tally_cost_centre_allocations(cost_centre);
+
+                CREATE TABLE IF NOT EXISTS tally_bank_allocations (
+                    id INTEGER PRIMARY KEY AUTOINCREMENT, ledger_entry_id INTEGER NOT NULL, line_no INTEGER NOT NULL,
+                    transaction_type TEXT NOT NULL DEFAULT '', instrument_number TEXT NOT NULL DEFAULT '',
+                    instrument_date TEXT NOT NULL DEFAULT '', bank_name TEXT NOT NULL DEFAULT '',
+                    payment_favouring TEXT NOT NULL DEFAULT '', unique_reference_number TEXT NOT NULL DEFAULT '',
+                    amount REAL NOT NULL DEFAULT 0, payload_json TEXT NOT NULL DEFAULT '{}',
+                    FOREIGN KEY(ledger_entry_id) REFERENCES tally_voucher_ledger_entries(id) ON DELETE CASCADE
+                );
+                CREATE INDEX IF NOT EXISTS ix_tally_bank_allocations_ledger_entry ON tally_bank_allocations(ledger_entry_id, line_no);
+                """
+            )
+
             now = _utc_now_iso()
             meta = {
                 "schema_version": SCHEMA_VERSION,
@@ -337,6 +408,109 @@ class LocalAccountingStore:
                     pass
             raise
 
+    def replace_transaction_snapshot(self, client_id: int, *, mapping: dict, transactions: dict, requested_by_user_id: int | None = None) -> dict:
+        if not self.exists(client_id):
+            raise ValueError("Accounting storage is not initialized for this client.")
+        tally_guid = str(mapping.get("tally_guid") or "").strip()
+        company_name = str(mapping.get("company_name") or "").strip()
+        mapping_id = int(mapping.get("id"))
+        date_from = str(transactions.get("date_from") or "").strip()
+        date_to = str(transactions.get("date_to") or "").strip()
+        vouchers = transactions.get("vouchers") or []
+        if not tally_guid or not company_name:
+            raise ValueError("Active Tally mapping is incomplete.")
+        if not date_from or not date_to:
+            raise ValueError("Transaction sync date range is missing.")
+
+        started = _utc_now_iso()
+        run_id = None
+        counts = {"vouchers": 0, "ledger_entries": 0, "inventory_entries": 0, "bill_allocations": 0, "cost_centre_allocations": 0, "bank_allocations": 0}
+        try:
+            with self.connect(client_id) as db:
+                cur = db.execute(
+                    """INSERT INTO tally_sync_runs(sync_type, tally_guid, company_name, mapping_id, requested_by_user_id, status, started_at_utc, rows_processed, details_json)
+                       VALUES ('transactions', ?, ?, ?, ?, 'running', ?, 0, ?)""",
+                    (tally_guid, company_name, mapping_id, requested_by_user_id, started, json.dumps({"date_from": date_from, "date_to": date_to}, separators=(",", ":"))),
+                )
+                run_id = int(cur.lastrowid)
+
+                old_ids = [int(row[0]) for row in db.execute(
+                    "SELECT id FROM tally_vouchers WHERE tally_guid=? AND voucher_date>=? AND voucher_date<=?",
+                    (tally_guid, date_from, date_to),
+                ).fetchall()]
+                for voucher_id in old_ids:
+                    db.execute("DELETE FROM tally_vouchers WHERE id=?", (voucher_id,))
+
+                synced_at = _utc_now_iso()
+                for voucher in vouchers:
+                    cur = db.execute(
+                        """INSERT INTO tally_vouchers(
+                            tally_guid, company_name, voucher_guid, master_id, alter_id, voucher_key,
+                            voucher_date, effective_date, voucher_type_name, voucher_number, reference,
+                            narration, party_ledger_name, is_cancelled, is_optional, is_post_dated,
+                            persisted_view, synced_at_utc, raw_xml
+                        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)""",
+                        (tally_guid, company_name, str(voucher.get("guid") or ""), str(voucher.get("master_id") or ""),
+                         str(voucher.get("alter_id") or ""), str(voucher.get("voucher_key") or ""), str(voucher.get("date") or ""),
+                         str(voucher.get("effective_date") or ""), str(voucher.get("voucher_type_name") or ""), str(voucher.get("voucher_number") or ""),
+                         str(voucher.get("reference") or ""), str(voucher.get("narration") or ""), str(voucher.get("party_ledger_name") or ""),
+                         str(voucher.get("is_cancelled") or ""), str(voucher.get("is_optional") or ""), str(voucher.get("is_post_dated") or ""),
+                         str(voucher.get("persisted_view") or ""), synced_at, str(voucher.get("raw_xml") or "")),
+                    )
+                    voucher_id = int(cur.lastrowid)
+                    counts["vouchers"] += 1
+
+                    for line_no, entry in enumerate(voucher.get("ledger_entries") or [], 1):
+                        payload = json.dumps(entry, ensure_ascii=False, separators=(",", ":"))
+                        cur_le = db.execute(
+                            """INSERT INTO tally_voucher_ledger_entries(voucher_id, line_no, ledger_name, amount, is_deemed_positive, ledger_from_item, remove_zero_entries, payload_json)
+                               VALUES (?, ?, ?, ?, ?, ?, ?, ?)""",
+                            (voucher_id, line_no, str(entry.get("ledger_name") or ""), float(entry.get("amount") or 0), str(entry.get("is_deemed_positive") or ""), str(entry.get("ledger_from_item") or ""), str(entry.get("remove_zero_entries") or ""), payload),
+                        )
+                        ledger_entry_id = int(cur_le.lastrowid)
+                        counts["ledger_entries"] += 1
+                        for child_no, bill in enumerate(entry.get("bill_allocations") or [], 1):
+                            db.execute("""INSERT INTO tally_bill_allocations(ledger_entry_id, line_no, name, bill_type, amount, bill_credit_period, payload_json) VALUES (?, ?, ?, ?, ?, ?, ?)""",
+                                       (ledger_entry_id, child_no, str(bill.get("name") or ""), str(bill.get("bill_type") or ""), float(bill.get("amount") or 0), str(bill.get("bill_credit_period") or ""), json.dumps(bill, ensure_ascii=False, separators=(",", ":"))))
+                            counts["bill_allocations"] += 1
+                        for child_no, cc in enumerate(entry.get("cost_centre_allocations") or [], 1):
+                            db.execute("""INSERT INTO tally_cost_centre_allocations(ledger_entry_id, line_no, category, cost_centre, amount, payload_json) VALUES (?, ?, ?, ?, ?, ?)""",
+                                       (ledger_entry_id, child_no, str(cc.get("category") or ""), str(cc.get("cost_centre") or ""), float(cc.get("amount") or 0), json.dumps(cc, ensure_ascii=False, separators=(",", ":"))))
+                            counts["cost_centre_allocations"] += 1
+                        for child_no, bank in enumerate(entry.get("bank_allocations") or [], 1):
+                            db.execute("""INSERT INTO tally_bank_allocations(ledger_entry_id, line_no, transaction_type, instrument_number, instrument_date, bank_name, payment_favouring, unique_reference_number, amount, payload_json) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)""",
+                                       (ledger_entry_id, child_no, str(bank.get("transaction_type") or ""), str(bank.get("instrument_number") or ""), str(bank.get("instrument_date") or ""), str(bank.get("bank_name") or ""), str(bank.get("payment_favouring") or ""), str(bank.get("unique_reference_number") or ""), float(bank.get("amount") or 0), json.dumps(bank, ensure_ascii=False, separators=(",", ":"))))
+                            counts["bank_allocations"] += 1
+
+                    for line_no, entry in enumerate(voucher.get("inventory_entries") or [], 1):
+                        db.execute(
+                            """INSERT INTO tally_voucher_inventory_entries(voucher_id, line_no, stock_item_name, is_deemed_positive, actual_qty, billed_qty, rate, amount, godown_name, batch_name, tracking_number, order_number, payload_json)
+                               VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)""",
+                            (voucher_id, line_no, str(entry.get("stock_item_name") or ""), str(entry.get("is_deemed_positive") or ""), str(entry.get("actual_qty") or ""), str(entry.get("billed_qty") or ""), str(entry.get("rate") or ""), float(entry.get("amount") or 0), str(entry.get("godown_name") or ""), str(entry.get("batch_name") or ""), str(entry.get("tracking_number") or ""), str(entry.get("order_number") or ""), json.dumps(entry, ensure_ascii=False, separators=(",", ":"))),
+                        )
+                        counts["inventory_entries"] += 1
+
+                total = sum(counts.values())
+                details = {"date_from": date_from, "date_to": date_to, "counts": counts, "schema_version": SCHEMA_VERSION}
+                db.execute("UPDATE tally_sync_runs SET status='completed', completed_at_utc=?, rows_processed=?, details_json=? WHERE id=?",
+                           (_utc_now_iso(), total, json.dumps(details, ensure_ascii=False, separators=(",", ":")), run_id))
+            return {"sync_run_id": run_id, "status": "completed", "company_name": company_name, "tally_guid": tally_guid, "date_from": date_from, "date_to": date_to, "counts": counts, "rows_processed": sum(counts.values())}
+        except Exception as exc:
+            if run_id is not None:
+                try:
+                    with self.connect(client_id) as db:
+                        db.execute("UPDATE tally_sync_runs SET status='failed', completed_at_utc=?, error_message=? WHERE id=?", (_utc_now_iso(), str(exc), run_id))
+                except Exception:
+                    pass
+            raise
+
+    @staticmethod
+    def _transaction_counts(db: sqlite3.Connection, tally_guid: str) -> dict[str, int]:
+        voucher_count = int(db.execute("SELECT COUNT(*) FROM tally_vouchers WHERE tally_guid=?", (tally_guid,)).fetchone()[0])
+        ledger_count = int(db.execute("SELECT COUNT(*) FROM tally_voucher_ledger_entries e JOIN tally_vouchers v ON v.id=e.voucher_id WHERE v.tally_guid=?", (tally_guid,)).fetchone()[0])
+        inventory_count = int(db.execute("SELECT COUNT(*) FROM tally_voucher_inventory_entries e JOIN tally_vouchers v ON v.id=e.voucher_id WHERE v.tally_guid=?", (tally_guid,)).fetchone()[0])
+        return {"vouchers": voucher_count, "ledger_entries": ledger_count, "inventory_entries": inventory_count}
+
     def _master_counts(self, db: sqlite3.Connection, tally_guid: str) -> dict[str, int]:
         result = {}
         for key, table in MASTER_TABLES.items():
@@ -346,7 +520,7 @@ class LocalAccountingStore:
     def snapshot(self, client_id: int) -> dict:
         path = self.db_path(client_id)
         if not path.is_file():
-            return {"exists": False, "db_path": str(path), "metadata": {}, "latest_connection": None, "companies": [], "mappings": [], "latest_master_sync": None}
+            return {"exists": False, "db_path": str(path), "metadata": {}, "latest_connection": None, "companies": [], "mappings": [], "latest_master_sync": None, "latest_transaction_sync": None}
         self.initialize(client_id)
         with self.connect(client_id) as db:
             meta_rows = db.execute("SELECT key, value FROM act_meta ORDER BY key").fetchall()
@@ -361,12 +535,14 @@ class LocalAccountingStore:
             ).fetchall()
             latest = db.execute("SELECT checked_at_utc, connected, tally_url, company_count, error_message FROM tally_connection_history ORDER BY id DESC LIMIT 1").fetchone()
             latest_sync = db.execute("SELECT id, sync_type, tally_guid, company_name, mapping_id, requested_by_user_id, status, started_at_utc, completed_at_utc, rows_processed, error_message, details_json FROM tally_sync_runs WHERE sync_type='masters' ORDER BY id DESC LIMIT 1").fetchone()
+            latest_transaction_sync = db.execute("SELECT id, sync_type, tally_guid, company_name, mapping_id, requested_by_user_id, status, started_at_utc, completed_at_utc, rows_processed, error_message, details_json FROM tally_sync_runs WHERE sync_type='transactions' ORDER BY id DESC LIMIT 1").fetchone()
             loaded_guids = {str(row["guid"] or "") for row in companies if int(row["is_currently_loaded"] or 0)}
             mapped = []
             for row in mappings:
                 item = dict(row)
                 item["currently_loaded"] = bool(item.get("tally_guid") and item["tally_guid"] in loaded_guids)
                 item["master_counts"] = self._master_counts(db, str(item.get("tally_guid") or ""))
+                item["transaction_counts"] = self._transaction_counts(db, str(item.get("tally_guid") or ""))
                 mapped.append(item)
         latest_sync_dict = dict(latest_sync) if latest_sync else None
         if latest_sync_dict and latest_sync_dict.get("details_json"):
@@ -374,6 +550,12 @@ class LocalAccountingStore:
                 latest_sync_dict["details"] = json.loads(latest_sync_dict["details_json"])
             except Exception:
                 latest_sync_dict["details"] = {}
+        latest_transaction_sync_dict = dict(latest_transaction_sync) if latest_transaction_sync else None
+        if latest_transaction_sync_dict and latest_transaction_sync_dict.get("details_json"):
+            try:
+                latest_transaction_sync_dict["details"] = json.loads(latest_transaction_sync_dict["details_json"])
+            except Exception:
+                latest_transaction_sync_dict["details"] = {}
         return {
             "exists": True,
             "db_path": str(path),
@@ -382,4 +564,5 @@ class LocalAccountingStore:
             "companies": [dict(row) for row in companies],
             "mappings": mapped,
             "latest_master_sync": latest_sync_dict,
+            "latest_transaction_sync": latest_transaction_sync_dict,
         }

app/modules/documents/local_agent_runtime/erp_local_agent/commands.py

@@ -23,7 +23,7 @@ class AgentCommandProcessor:
         error: str | None = None
         ok = False
         try:
-            if action in {"tally_status", "phase1_status", "phase2_status", "phase3_status"}:
+            if action in {"tally_status", "phase1_status", "phase2_status", "phase3_status", "phase4_status"}:
                 result = self._status(payload)
             elif action == "accounting_initialize":
                 result = self._initialize(payload)
@@ -33,6 +33,8 @@ class AgentCommandProcessor:
                 result = self._unmap_company(payload)
             elif action == "accounting_sync_masters":
                 result = self._sync_masters(payload)
+            elif action == "accounting_sync_transactions":
+                result = self._sync_transactions(payload)
             else:
                 raise ValueError(f"Unsupported local-agent command: {action}")
             ok = True
@@ -46,6 +48,7 @@ class AgentCommandProcessor:
             "name": "ERP Local Agent", "version": __version__,
             "tally_capability": True, "accounting_act_capability": True,
             "tally_mapping_capability": True, "tally_master_sync_capability": True,
+            "tally_transaction_sync_capability": True,
         }
 
     def _status(self, payload: dict[str, Any]) -> dict[str, Any]:
@@ -128,3 +131,44 @@ class AgentCommandProcessor:
         sync = self.store.replace_master_snapshot(client_id, mapping={**mapping, "company_name": company_name}, masters=masters, requested_by_user_id=int(requested_by_user_id) if requested_by_user_id not in (None, "") else None)
         self.logger.info("Tally master sync completed client_id=%s company=%s rows=%s", client_id, company_name, sync.get("rows_processed"))
         return {"synced": True, "sync": sync, "accounting": self.store.snapshot(client_id), "tally": tally_status, "agent": self._agent_info()}
+
+
+    # Phase 4 transaction sync is intentionally read-only and mapping-gated.
+    def _sync_transactions(self, payload: dict[str, Any]) -> dict[str, Any]:
+        from datetime import date
+        client_id = int(payload.get("client_id"))
+        requested_guid = str(payload.get("tally_guid") or "").strip()
+        date_from = str(payload.get("date_from") or "").strip()
+        date_to = str(payload.get("date_to") or "").strip()
+        requested_by_user_id = payload.get("requested_by_user_id")
+        if not requested_guid:
+            raise ValueError("Select a currently open Tally company before synchronizing transactions.")
+        try:
+            start = date.fromisoformat(date_from)
+            end = date.fromisoformat(date_to)
+        except Exception as exc:
+            raise ValueError("Select valid From Date and To Date for transaction sync.") from exc
+        if start > end:
+            raise ValueError("Transaction sync From Date cannot be after To Date.")
+        if (end - start).days > 370:
+            raise ValueError("Transaction sync is limited to 371 days per run. Sync additional periods separately.")
+        if not self.store.exists(client_id):
+            raise ValueError("Accounting storage is not initialized for this client.")
+        mapping = self.store.get_active_mapping_by_guid(client_id, requested_guid)
+        tally_status = self.tally.status()
+        if not tally_status.get("connected"):
+            raise ValueError(str(tally_status.get("error") or "TallyPrime is not connected."))
+        company = next((row for row in (tally_status.get("companies") or []) if str(row.get("guid") or "").strip() == requested_guid), None)
+        if not company:
+            raise ValueError("The selected mapped Tally company is not currently open in TallyPrime. Open it in Tally and refresh the ERP page.")
+        company_name = str(company.get("name") or mapping.get("company_name") or "").strip()
+        transactions = self.tally.fetch_accounting_transactions(company_name, date_from, date_to)
+        self.store.record_tally_status(client_id, tally_status)
+        sync = self.store.replace_transaction_snapshot(
+            client_id,
+            mapping={**mapping, "company_name": company_name},
+            transactions=transactions,
+            requested_by_user_id=int(requested_by_user_id) if requested_by_user_id not in (None, "") else None,
+        )
+        self.logger.info("Tally transaction sync completed client_id=%s company=%s period=%s..%s rows=%s", client_id, company_name, date_from, date_to, sync.get("rows_processed"))
+        return {"synced": True, "sync": sync, "accounting": self.store.snapshot(client_id), "tally": tally_status, "agent": self._agent_info()}

app/modules/documents/local_agent_runtime/erp_local_agent/sync.py

@@ -49,7 +49,7 @@ class StorageAgent:
                 "free_bytes": free,
                 "agent_version": __version__,
                 "agent_name": "ERP Local Agent",
-                "capabilities": ["storage", "tally", "accounting_act", "local_dashboard", "manual_updates"],
+                "capabilities": ["storage", "tally", "accounting_act", "tally_master_sync", "tally_transaction_sync", "local_dashboard", "manual_updates"],
                 "agent_time_utc": datetime.now(timezone.utc).isoformat(),
             }
             self.client.heartbeat(payload)

app/modules/documents/local_agent_runtime/erp_local_agent/tally.py

@@ -54,6 +54,38 @@ def _to_number(value: str) -> float:
         return 0.0
 
 
+def _normalize_iso_date(value: str) -> str:
+    text = str(value or "").strip()
+    if not re.fullmatch(r"\d{4}-\d{2}-\d{2}", text):
+        raise ValueError("Date must be in YYYY-MM-DD format.")
+    from datetime import date
+    try:
+        return date.fromisoformat(text).isoformat()
+    except Exception as exc:
+        raise ValueError(f"Invalid date: {text}") from exc
+
+
+def _tally_date(value: str) -> str:
+    return _normalize_iso_date(value).replace("-", "")
+
+
+def _parse_tally_date(value: str) -> str:
+    text = re.sub(r"[^0-9]", "", str(value or ""))
+    if len(text) == 8:
+        try:
+            # Tally XML normally exports YYYYMMDD.
+            from datetime import date
+            return date(int(text[0:4]), int(text[4:6]), int(text[6:8])).isoformat()
+        except Exception:
+            return str(value or "").strip()
+    return str(value or "").strip()
+
+
+def _direct_children(element: ET.Element, names: Iterable[str]) -> list[ET.Element]:
+    wanted = {str(name).upper() for name in names}
+    return [child for child in list(element) if _tag(child) in wanted]
+
+
 @dataclass(frozen=True)
 class TallyCompany:
     name: str
@@ -67,9 +99,9 @@ class TallyCompany:
 class TallyLiveConnector:
     """Read-only TallyPrime XML/HTTP connector used by the ERP Local Agent.
 
-    Phase 3 adds master discovery for the currently loaded Tally companies. Every
+    Phase 3 adds master discovery for the currently loaded Tally companies. Phase 4
-    master export is scoped with SVCURRENTCOMPANY and does not create or modify
+    adds date-scoped read-only voucher/transaction export. Every export is scoped
-    any Tally data.
+    with SVCURRENTCOMPANY and never creates, alters or deletes Tally data.
     """
 
     MASTER_SPECS = {
@@ -226,6 +258,137 @@ class TallyLiveConnector:
             result[key] = self.export_master_collection(company_name, key)
         return result
 
+    def export_vouchers(self, company_name: str, date_from: str, date_to: str) -> list[dict]:
+        company = str(company_name or "").strip()
+        if not company:
+            raise ValueError("Tally company name is required for transaction sync.")
+        start = _normalize_iso_date(date_from)
+        end = _normalize_iso_date(date_to)
+        from datetime import date
+        if date.fromisoformat(start) > date.fromisoformat(end):
+            raise ValueError("Transaction sync From Date cannot be after To Date.")
+        if (date.fromisoformat(end) - date.fromisoformat(start)).days > 370:
+            raise ValueError("Transaction sync is limited to 371 days per run. Sync additional periods separately.")
+        xml = f"""<ENVELOPE>
+  <HEADER><VERSION>1</VERSION><TALLYREQUEST>Export</TALLYREQUEST><TYPE>Collection</TYPE><ID>ARRRAccountingVouchers</ID></HEADER>
+  <BODY><DESC>
+    <STATICVARIABLES>{self._static_variables(company)}<SVFROMDATE>{_tally_date(start)}</SVFROMDATE><SVTODATE>{_tally_date(end)}</SVTODATE></STATICVARIABLES>
+    <TDL><TDLMESSAGE>
+      <COLLECTION NAME="ARRRAccountingVouchers" ISMODIFY="No"><TYPE>Voucher</TYPE><FETCH>GUID,MasterID,AlterID,VoucherKey,Date,EffectiveDate,VoucherTypeName,VoucherNumber,Reference,Narration,PartyLedgerName,IsCancelled,IsOptional,IsPostDated,PersistedView,AllLedgerEntries.*,LedgerEntries.*,AllInventoryEntries.*,InventoryEntries.*,BillAllocations.*,CategoryAllocations.*,CostCentreAllocations.*,BankAllocations.*</FETCH></COLLECTION>
+    </TDLMESSAGE></TDL>
+  </DESC></BODY>
+</ENVELOPE>"""
+        return self._parse_vouchers(self._post_xml(xml))
+
+    def fetch_accounting_transactions(self, company_name: str, date_from: str, date_to: str) -> dict:
+        start = _normalize_iso_date(date_from)
+        end = _normalize_iso_date(date_to)
+        vouchers = self.export_vouchers(company_name, start, end)
+        return {"date_from": start, "date_to": end, "vouchers": vouchers}
+
+    @staticmethod
+    def _parse_vouchers(xml_text: str) -> list[dict]:
+        cleaned = _clean_xml_response(xml_text)
+        if not cleaned.strip():
+            return []
+        try:
+            root = ET.fromstring(cleaned.encode("utf-8"))
+        except Exception as exc:
+            raise ValueError(f"Tally returned invalid XML while reading vouchers: {exc}") from exc
+
+        vouchers: list[dict] = []
+        ledger_tags = {"ALLLEDGERENTRIES.LIST", "LEDGERENTRIES.LIST"}
+        inventory_tags = {"ALLINVENTORYENTRIES.LIST", "INVENTORYENTRIES.LIST"}
+        for voucher in root.iter():
+            if _tag(voucher) != "VOUCHER":
+                continue
+            raw_xml = ET.tostring(voucher, encoding="unicode")
+            ledger_entries: list[dict] = []
+            inventory_entries: list[dict] = []
+
+            for entry in _direct_children(voucher, ledger_tags):
+                bills = []
+                banks = []
+                cost_centres = []
+                for bill in _direct_children(entry, {"BILLALLOCATIONS.LIST"}):
+                    bills.append({
+                        "name": _child_text(bill, "NAME"),
+                        "bill_type": _child_text(bill, "BILLTYPE"),
+                        "amount": _to_number(_child_text(bill, "AMOUNT")),
+                        "bill_credit_period": _child_text(bill, "BILLCREDITPERIOD"),
+                    })
+                for bank in _direct_children(entry, {"BANKALLOCATIONS.LIST"}):
+                    banks.append({
+                        "transaction_type": _child_text(bank, "TRANSACTIONTYPE"),
+                        "instrument_number": _child_text(bank, "INSTRUMENTNUMBER"),
+                        "instrument_date": _parse_tally_date(_child_text(bank, "INSTRUMENTDATE")),
+                        "bank_name": _child_text(bank, "BANKNAME"),
+                        "payment_favouring": _child_text(bank, "PAYMENTFAVOURING"),
+                        "unique_reference_number": _child_text(bank, "UNIQUEREFERENCENUMBER"),
+                        "amount": _to_number(_child_text(bank, "AMOUNT")),
+                    })
+                for category in _direct_children(entry, {"CATEGORYALLOCATIONS.LIST"}):
+                    category_name = _child_text(category, "CATEGORY") or _child_text(category, "NAME")
+                    for centre in _direct_children(category, {"COSTCENTREALLOCATIONS.LIST"}):
+                        cost_centres.append({
+                            "category": category_name,
+                            "cost_centre": _child_text(centre, "NAME"),
+                            "amount": _to_number(_child_text(centre, "AMOUNT")),
+                        })
+                # Some Tally exports return COSTCENTREALLOCATIONS directly under ledger entry.
+                for centre in _direct_children(entry, {"COSTCENTREALLOCATIONS.LIST"}):
+                    cost_centres.append({
+                        "category": "",
+                        "cost_centre": _child_text(centre, "NAME"),
+                        "amount": _to_number(_child_text(centre, "AMOUNT")),
+                    })
+                ledger_entries.append({
+                    "ledger_name": _child_text(entry, "LEDGERNAME"),
+                    "amount": _to_number(_child_text(entry, "AMOUNT")),
+                    "is_deemed_positive": _child_text(entry, "ISDEEMEDPOSITIVE"),
+                    "ledger_from_item": _child_text(entry, "LEDGERFROMITEM"),
+                    "remove_zero_entries": _child_text(entry, "REMOVEZEROENTRIES"),
+                    "bill_allocations": bills,
+                    "cost_centre_allocations": cost_centres,
+                    "bank_allocations": banks,
+                })
+
+            for entry in _direct_children(voucher, inventory_tags):
+                inventory_entries.append({
+                    "stock_item_name": _child_text(entry, "STOCKITEMNAME"),
+                    "is_deemed_positive": _child_text(entry, "ISDEEMEDPOSITIVE"),
+                    "actual_qty": _child_text(entry, "ACTUALQTY"),
+                    "billed_qty": _child_text(entry, "BILLEDQTY"),
+                    "rate": _child_text(entry, "RATE"),
+                    "amount": _to_number(_child_text(entry, "AMOUNT")),
+                    "godown_name": _child_text(entry, "GODOWNNAME"),
+                    "batch_name": _child_text(entry, "BATCHNAME"),
+                    "tracking_number": _child_text(entry, "TRACKINGNUMBER"),
+                    "order_number": _child_text(entry, "ORDERNO"),
+                })
+
+            vouchers.append({
+                "guid": _child_text(voucher, "GUID"),
+                "master_id": _child_text(voucher, "MASTERID"),
+                "alter_id": _child_text(voucher, "ALTERID"),
+                "voucher_key": _child_text(voucher, "VOUCHERKEY"),
+                "date": _parse_tally_date(_child_text(voucher, "DATE")),
+                "effective_date": _parse_tally_date(_child_text(voucher, "EFFECTIVEDATE")),
+                "voucher_type_name": _child_text(voucher, "VOUCHERTYPENAME"),
+                "voucher_number": _child_text(voucher, "VOUCHERNUMBER"),
+                "reference": _child_text(voucher, "REFERENCE"),
+                "narration": _child_text(voucher, "NARRATION"),
+                "party_ledger_name": _child_text(voucher, "PARTYLEDGERNAME"),
+                "is_cancelled": _child_text(voucher, "ISCANCELLED"),
+                "is_optional": _child_text(voucher, "ISOPTIONAL"),
+                "is_post_dated": _child_text(voucher, "ISPOSTDATED"),
+                "persisted_view": _child_text(voucher, "PERSISTEDVIEW"),
+                "ledger_entries": ledger_entries,
+                "inventory_entries": inventory_entries,
+                "raw_xml": raw_xml,
+            })
+        return vouchers
+
     @staticmethod
     def _parse_master_rows(xml_text: str, expected_tag: str) -> list[dict]:
         cleaned = _clean_xml_response(xml_text)

app/modules/documents/local_agent_runtime/erp_local_agent/tunnel.py

@@ -76,7 +76,7 @@ class StorageAgentTunnel:
                         "jobs_seen": len(jobs),
                         "requests_seen": len(requests_),
                         "commands_seen": len(commands),
-                        "capabilities": ["storage", "tally", "accounting_act", "local_dashboard", "manual_updates"],
+                        "capabilities": ["storage", "tally", "accounting_act", "tally_master_sync", "tally_transaction_sync", "local_dashboard", "manual_updates"],
                         "agent_time_utc": self._now(),
                     }))
                     continue

app/modules/documents/local_agent_runtime/erp_local_agent/updater.py

@@ -122,10 +122,12 @@ class AgentUpdater:
             script_path.write_text(self._powershell_update_script(staged, latest), encoding="utf-8")
             self._record("install_requested", latest, "pending", package_path=str(staged))
             flags = getattr(subprocess, "CREATE_NEW_PROCESS_GROUP", 0) | getattr(subprocess, "DETACHED_PROCESS", 0)
-            subprocess.Popen(
+            process = subprocess.Popen(
                 ["powershell.exe", "-NoProfile", "-ExecutionPolicy", "Bypass", "-File", str(script_path), "-ParentPid", str(os.getpid())],
                 cwd=str(self.install_dir), creationflags=flags, close_fds=True,
             )
+            if process.pid <= 0:
+                raise RuntimeError("Could not launch the ERP Local Agent update installer.")
             self.logger.warning("ERP Local Agent update %s installation requested by local user; restarting.", latest)
             time.sleep(0.3)
             os._exit(0)